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RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $1.98B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
+14.94%
1 Year Est. Return
+23.37%
3 Year Est. Return
+85.22%
5 Year Est. Return
+113.19%
10 Year Est. Return
+523.93%
AUM
$2B
AUM Growth
+$212M
Cap. Flow
+$4.26M
Cap. Flow %
0.21%
Top 10 Hldgs %
39.9%
Holding
201
New
8
Increased
67
Reduced
103
Closed
6

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$24.8M
2
UL icon
Unilever
UL
+$10.8M
3
RKT icon
Rocket Companies
RKT
+$8.62M
4
CRM icon
Salesforce
CRM
+$5.13M
5
AMAT icon
Applied Materials
AMAT
+$3.81M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$16.6M
2
NVDA icon
NVIDIA
NVDA
+$7.65M
3
ADP icon
Automatic Data Processing
ADP
+$4.64M
4
APTV icon
Aptiv
APTV
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.77M

Sector Composition

Rank Sector Weight
1 Technology 36.3%
2 Healthcare 17.84%
3 Industrials 16.88%
4 Consumer Discretionary 9.64%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
101
ExxonMobil
XOM
$657B
$929K 0.05%
8,619
+406
+5% +$43.4K
MCO icon
102
Moody's
MCO
$82.8B
$924K 0.05%
1,843
+2
+0.1% +$926
VTI icon
103
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$899K 0.04%
2,958
-40
-1% -$11.3K
MTD icon
104
Mettler-Toledo International
MTD
$28.8B
$886K 0.04%
754
+55
+8% +$61.5K
TSM icon
105
TSMC
TSM
$2.23T
$886K 0.04%
3,912
+10
+0.3% +$1.85K
IDXX icon
106
Idexx Laboratories
IDXX
$45B
$885K 0.04%
1,651
+1
+0.1% +$478
INTU icon
107
Intuit
INTU
$91.6B
$884K 0.04%
1,122
+1
+0.1% +$677
ECL icon
108
Ecolab
ECL
$78.1B
$869K 0.04%
3,224
+780
+32% +$198K
TT icon
109
Trane Technologies
TT
$105B
$863K 0.04%
1,973
+8
+0.4% +$3.16K
MDT icon
110
Medtronic
MDT
$116B
$828K 0.04%
9,501
-195,951
-95% -$16.6M
FIS icon
111
Fidelity National Information Services
FIS
$21.6B
$822K 0.04%
10,093
– –
CL icon
112
Colgate-Palmolive
CL
$73.6B
$819K 0.04%
9,005
+480
+6% +$43.8K
BMY icon
113
Bristol-Myers Squibb
BMY
$130B
$813K 0.04%
17,573
+73
+0.4% +$3.58K
ZTS icon
114
Zoetis
ZTS
$30.4B
$809K 0.04%
5,186
-175
-3% -$27.7K
KMB icon
115
Kimberly-Clark
KMB
$36.2B
$769K 0.04%
5,962
+190
+3% +$25.8K
IWF icon
116
iShares Russell 1000 Growth ETF
IWF
$128B
$743K 0.04%
7,004
-216
-3% -$20.7K
MKTX icon
117
MarketAxess Holdings
MKTX
$5.72B
$738K 0.04%
3,305
-462
-12% -$102K
ITW icon
118
Illinois Tool Works
ITW
$83.3B
$732K 0.04%
2,961
+1
+0% +$242
SBUX icon
119
Starbucks
SBUX
$124B
$698K 0.03%
7,622
-64
-0.8% -$5.55K
APD icon
120
Air Products & Chemicals
APD
$67.7B
$692K 0.03%
2,453
– –
LIN icon
121
Linde
LIN
$221B
$677K 0.03%
1,442
-63
-4% -$28.8K
NSC icon
122
Norfolk Southern
NSC
$75.3B
$669K 0.03%
2,612
-497
-16% -$117K
KO icon
123
Coca-Cola
KO
$373B
$668K 0.03%
9,448
-141
-1% -$10K
DRI icon
124
Darden Restaurants
DRI
$25.9B
$655K 0.03%
3,004
+4
+0.1% +$830
NFLX icon
125
Netflix
NFLX
$309B
$646K 0.03%
4,820
-160
-3% -$18.1K
3 4
5
6 7

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Reynders McVeigh Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Reynders McVeigh Capital Management held 201 positions worth $2B, up 12% from $1.79B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Reynders McVeigh Capital Management's Q2 2025 filing shows 8 new, 67 increased, 103 reduced and 6 closed positions. Its largest new stake was Novo Nordisk: 363,889 shares worth $25.1M. The largest sale was Medtronic, an estimated $16.6M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q2 2025 buy was Novo Nordisk: 363,889 shares worth $25.1M.
  • Reynders McVeigh Capital Management added most to Unilever in Q2 2025, an estimated $10.8M increase.
  • Reynders McVeigh Capital Management's biggest Q2 2025 reduction was Medtronic, cutting an estimated $16.6M.
  • Reynders McVeigh Capital Management fully exited Teradyne in Q2 2025, selling an estimated $1.26M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 40% of its $2B portfolio in Q2 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 6 in Q2 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 12% quarter-over-quarter to $2B.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2025, filed 4 Sep 2025.